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Swiss Re Corporate Solutions E&O Program

This program is available to Massachusetts Agents ONLY.
E&O Insurance coverage for independent insurance agents

We know that your agency’s E&O policy is one of the most important coverage you will purchase for your agency and MAIA considers that when selecting the carriers we work with.  The Number One Insurance Agency, Inc. is the number one seller of Agents’ E&O for Massachusetts agents and brokers.  We have long term relationships with the leading E&O carriers in the country and work with them on both a state and national basis.  As MAIA’s insurance agency – this relationship strengthens the MA Independent Agent – with a joined voice of our state’s unique concerns and items of importance when it comes to Coverage, Service and Claims.

Let us work with you to ensure that you have the coverage you need!

Swiss Re Corporate Solutions
(Rated A+ " Superior" by A.M. Best)

When to Submit
E&O Application - Effective Dates 1/1/12
All New & Renewal Business - Effective 1/1/12
EPL Stand Alone Application All New & Renewal Stand Alone EPL Business
Supplements / Optional Coverage Applications
When to Submit
Additional Entity Supplement When the E&O Application indicates
Name Ownership Change Supplement When the E&O Application indicates
Agency Cluster Alliance Supplement When the E&O Application indicates
Agency Mergers Supplement When the E&O Application indicates
Agency Acquisitions Supplement When the E&O Application indicates
Life & Health Insurance Underwriting Supplement When the E&O Application indicates
Mutual Funds and Investments/ Securities Supplement When the E&O Application indicates
Claim Supplement When the E&O Application indicates
Real Estate Application When the E&O Application indicates
EPL Coverage Unit Application When the E&O Application indicates

For information & submission, contact our
E&O Department
the Number One Insurance Agency at 1-800-742-6363 or email or

E&O: Agency Mergers & Acquisitions
If you are considering selling your agency, purchasing another or merging, we urge you to review your E&O needs BEFORE the transaction takes place.  Each E&O Carrier has slight policy differences and requirements that you should review whether you are the buyer or the seller!

We also suggest two items published by the Big “I” Professional Liability Team:

  1. Mergers & Acquisitions Checklist
  2. Buying, Selling and Merging an Agency--What Should You Do?

Please feel free to contact us with any questions & to update your coverage, when applicable.

In 2006, Swiss Re Corporate Solutions acquired Westport Insurance Corporation, which has been the nationally endorsed E&O carrier for IIABA and MAIA since 1994.

If you have a claim or incident to report:

  1. Complete the CLAIMS FORM
  2. Send it via fax or email per the forms instructions.

Although we would be happy to assist, the Number One Insurance Agency, Inc. is not responsible for claim handling or reporting claims to the insurance company.  Please refer to your policy documentation for instructions on reporting claims.  As always, free to call us if you have any questions

Loss Control Guidelines and E&O Class Schedule

E&O Happens –
Exclusive Risk Management Website
MAIA members whose agency’s E&O insurance is written by Swiss Re Corporate Solutions through the Big “I” Professional Liability Program have access to an EXCLUSIVE risk management web site.  This site brings the agency manager many “usable tools”:
  • Sample client letters
  • Sample agency procedures
  • Agency E&O self assessments surveys
Log on to learn about our National E&O claims frequency data, real-life case studies and analysis, podcasts and more!  The website is  If you do not know your user name or password, just contact Ellen or Michelle at or for assistance.



Consider purchasing a Commercial Umbrella to go over your E&O... Find Out More!